Merchant Collaboration Details
It is important that you always include tenantID in your WHERE clause. Not doing so will result in poor performance. WHERE tenantid = 'YOURTENANTIDHERE'
SQL
(SELECT d.clientid AS "Client ID", d.claimid AS "Claim ID", d.disputeid AS "Dispute ID", d.acquirernetwork AS "Network", e.recoveryassociation AS "Collaboration Network", d.merchantcategorycode AS "MCC", d.merchantname AS "Merchant", d.resolveddatetime AS "Resolved Date", INITCAP(e.actionname) AS "Eligibility", r1.performedondatetime AS "Attempt Date", (CASE WHEN r2.actionname IS NOT NULL THEN 'Response Received' WHEN "Attempt Date" IS NOT NULL THEN 'No Response' END) AS "Response Status", r2.actionname AS "Response", r2.performedondatetime AS "Response Date", (CASE WHEN "Attempt Date" IS NOT NULL AND "Response Date" IS NOT NULL THEN DATEDIFF(h, "Attempt Date", "Response Date") -- only evaluate response time when there is an attempt and a response END) AS "Response Time", (CASE WHEN "Attempt Date" IS NOT NULL and r2.actionname IS NULL THEN 'No Response' ELSE m.outcome END) AS "Outcome", (CASE WHEN "Outcome" = 'Accepted' AND (SELECT SUM(mc.appliedamount) FROM merchantcredit AS mc WHERE mc.tenantid = d.tenantid AND mc.disputeid = d.disputeid AND mc.appliedamount !=0) !=0 THEN 'Recovered' -- only associate credits with collaboration requests that are accepted. For clients that use both networks, there will typically only be an "Accept" response via one of the two networks WHEN "Outcome" = 'Accepted' THEN 'Not Recovered' END) AS "Recovery Status", (CASE WHEN "Outcome" = 'Accepted' THEN (SELECT SUM(mc.appliedamount) FROM merchantcredit AS mc WHERE mc.tenantid = d.tenantid AND mc.disputeid = d.disputeid AND mc.appliedamount !=0) -- only associate credits with collaboration requests that are accepted. For clients that use both networks, there will typically only be an "Accept" response via one of the two networks END) AS "Merchant Credit Amount", (CASE WHEN "Outcome" = 'Accepted' THEN (SELECT MAX(mc.eventdatetime) FROM merchantcredit AS mc WHERE mc.tenantid = d.tenantid AND mc.disputeid = d.disputeid AND mc.appliedamount !=0) -- only associate credits with collaboration requests that are accepted. For clients that use both networks, there will typically only be an "Accept" response via one of the two networks END) AS "Merchant Credit Date", (CASE WHEN "Response Date" IS NOT NULL AND "Merchant Credit Date" IS NOT NULL THEN DATEDIFF(h, "Response Date", "Merchant Credit Date") -- only evaluate credit time if there was a response and a merchant credit END) AS "Credit Time" FROM dispute AS d JOIN (select row_number() over (partition by tenantid, disputeid, stage, actionname order by performedondatetime asc) as rn,* from recoveryaction ) as e on e.tenantid = d.tenantid AND e.disputeid = d.disputeid AND e.recoveryassociation = 'Verifi' AND e.stage = 'Collaboration Eligibility' AND e.rn = 1 LEFT JOIN recoveryaction AS r1 ON r1.tenantid = d.tenantid AND r1.disputeid = d.disputeid AND r1.stage = 'Collaboration Initiated' AND r1.recoveryassociation = 'Verifi' LEFT JOIN recoveryaction AS r2 ON r2.tenantid = d.tenantid AND r2.disputeid = d.disputeid AND r2.stage = 'Collaboration Response' AND r2.recoveryassociation = 'Verifi' LEFT JOIN collaborationlookup AS m ON m.response = r2.actionname WHERE d.tenantid = 'YOURTENANTID' AND d.resolveddatetime =:daterange ORDER BY d.tenantid ASC, d.claimid DESC, d.disputeid DESC) UNION (SELECT d.clientid AS "Client ID", d.claimid AS "Claim ID", d.disputeid AS "Dispute ID", d.acquirernetwork AS "Network", e.recoveryassociation AS "Collaboration Network", d.merchantcategorycode AS "MCC", d.merchantname AS "Merchant", d.resolveddatetime AS "Resolved Date", INITCAP(e.actionname) AS "Eligibility", e.performedondatetime AS "Attempt Date", (CASE WHEN r2.actionname IS NOT NULL THEN 'Response Received' WHEN "Attempt Date" IS NOT NULL THEN 'No Response' END) AS "Response Status", r2.actionname AS "Response", r2.performedondatetime AS "Response Date", (CASE WHEN "Attempt Date" IS NOT NULL AND "Response Date" IS NOT NULL THEN DATEDIFF(h, "Attempt Date", "Response Date") -- only evaluate response time when there is an attempt and a response END) AS "Response Time", (CASE WHEN "Attempt Date" IS NOT NULL and r2.actionname IS NULL THEN 'No Response' ELSE m.outcome END) AS "Outcome", (CASE WHEN "Outcome" = 'Accepted' AND (SELECT SUM(mc.appliedamount) FROM merchantcredit AS mc WHERE mc.tenantid = d.tenantid AND mc.disputeid = d.disputeid AND mc.appliedamount !=0) !=0 THEN 'Recovered' -- only associate credits with collaboration requests that are accepted. For clients that use both networks, there will typically only be an "Accept" response via one of the two networks WHEN "Outcome" = 'Accepted' THEN 'Not Recovered' END) AS "Recovery Status", (CASE WHEN "Outcome" = 'Accepted' THEN (SELECT SUM(mc.appliedamount) FROM merchantcredit AS mc WHERE mc.tenantid = d.tenantid AND mc.disputeid = d.disputeid AND mc.appliedamount !=0) -- only associate credits with collaboration requests that are accepted. For clients that use both networks, there will typically only be an "Accept" response via one of the two networks END) AS "Merchant Credit Amount", (CASE WHEN "Outcome" = 'Accepted' THEN (SELECT MAX(mc.eventdatetime) FROM merchantcredit AS mc WHERE mc.tenantid = d.tenantid AND mc.disputeid = d.disputeid AND mc.appliedamount !=0) -- only associate credits with collaboration requests that are accepted. For clients that use both networks, there will typically only be an "Accept" response via one of the two networks END) AS "Merchant Credit Date", (CASE WHEN "Response Date" IS NOT NULL AND "Merchant Credit Date" IS NOT NULL THEN DATEDIFF(h, "Response Date", "Merchant Credit Date") -- only evaluate credit time if there was a response and a merchant credit END) AS "Credit Time" FROM dispute AS d JOIN (select row_number() over (partition by tenantid, disputeid, stage, actionname order by performedondatetime asc) as rn,* from recoveryaction) as e on e.tenantid = d.tenantid AND e.disputeid = d.disputeid AND e.recoveryassociation = 'Ethoca' AND e.stage = 'Collaboration Eligibility' AND e.actionname != 'Not Sent' AND e.rn = 1 LEFT JOIN recoveryaction AS r2 ON r2.tenantid = d.tenantid AND r2.disputeid = d.disputeid AND r2.stage = 'Collaboration Response' AND r2.recoveryassociation = 'Ethoca' LEFT JOIN collaborationlookup AS m ON m.response = r2.actionname WHERE d.tenantid = 'YOURTENANTID' AND d.resolveddatetime =:daterange ORDER BY d.tenantid ASC, d.claimid DESC, d.disputeid DESC)
Field Glossary
Field | Definition |
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Client | The common name of the issuer, as identified by it's employees and customers/members. This value is used in various places throughout the application. See also, Legal Name. |
Claim Type | See Transaction Type. |
Claim Category | General categorization of the claim. For a more precise description, see Claim Reason. |
Claim Reason | Identifies the specific reason associated with the claim. |
Claim ID | Unique ID associated with a claim. Format: YYMMDD<Ordinal Number>"C" Example: 2405230003C |
Dispute ID | Unique ID associated with a disputed transaction. Format: YYMMDD#####"D" |
Dispute Status | Current status of an individual transaction on a claim. See Work Status for a comprehensive list of values. |
Contact Date | The date that the claim was created. |
Merchant Category Code | Also referred to as "MCC", this 4-digit code represents the type of goods or services a business offers. |
Merchant Name | Name of the business providing goods or services, as provided by the system of record. |
Transaction Description | A description of the transaction as provided by the system of record. Typically, this will match what the customer/member sees on their account statement. |
Transaction Amount | Posted amount of the transaction. May differ from /wiki/spaces/ARIA/pages/48269484. |
Dispute Amount | The current amount in dispute, accounting for any recoveries or adjustments. |
POS Entry Mode | Code representing how the merchant entered the transaction at the point of sale (POS). |
Network | The name of the network where merchant collaboration is attempted (i.e. "Ethoca", "Verifi") |
Eligibility | Outcome of eligibility check. |
Attempt Date | Date that a collaboration case was created with the network. |
Response Status | Specifies whether a response has been received. Only considers disputes where a collaboration case has been created. |
Response | The response received from the merchant. |
Response Date | Date the merchant response was received. |
Response Time | Duration, in hours, from time of network case creation to merchant response. Only considers cases that received a response. |
Outcome | Specifies whether the collaboration request was accepted, declined, or unmatched by the merchant.  Only considers collaboration cases that received a response. |
Recovery Status | Specifies whether an expected credit has been received.  Only considers cases where an 'Accepted' response was received. |
Merchant Credit Amount | Amount of any merchant credits received. |
Merchant Credit Date | Date merchant credit(s) received. In the event of multiple credits, the date of the final credit is used. |
Credit Time | Duration, in hours, from time of merchant acceptance to merchant credit. Only considers cases where a credit was received. |
Change Log
Date | Description |
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5/15/2024 | New |
7/15/2024 | Updated query to eliminate duplicates. |